Financial and Administrative TasksPurpose
1.2. Automate collecting documents from multiple sources, bundle into a single PDF/ZIP, store in a secure location, and send automated notifications or access links to board members and administrative staff.
1.3. Ensure version control, document tracking, secure access, and compliance with archival policies by automating the workflow end-to-end for accuracy and timeliness.
Trigger Conditions
2.2. Manual trigger from admin upon finalizing packet contents.
2.3. Upload of all required finalized documents into specified folders.
2.4. Automated detection of a change to any key document or agenda item.
Platform Variants
• Feature/Setting: Use automated file-watch webhook in Drive to detect file uploads; automate merging files via Drive API (files.list, files.get).
3.2. Microsoft SharePoint
• Feature/Setting: Automate DocLib change webhook; configure flow with Graph API (ListItems, Create sharingLink).
3.3. Dropbox
• Feature/Setting: Automate folder-change webhook via /files/list_folder; automate sharing or download link via /sharing/create_shared_link.
3.4. Box
• Feature/Setting: Automate triggers on folder update; automate Box API for file collation and Box Sign for board packet approval.
3.5. OneDrive
• Feature/Setting: Automate monitoring using /drive/root/children delta; automatedly send share/invite links to recipients.
3.6. Evernote
• Feature/Setting: Automated notebooks and tags watcher; export and attach notes via Evernote API.
3.7. DocuSign
• Feature/Setting: Automate routing final document PDF for e-signature using Envelopes: create/send API.
3.8. Slack
• Feature/Setting: Automate direct posting to board channel via chat.postMessage; automate reminders using scheduled messages.
3.9. Gmail
• Feature/Setting: Automated draft and send via Gmail API (messages.send) to all board recipients with attachments/download links.
3.10. Outlook
• Feature/Setting: Automatedly trigger email with packet via /sendMail in Microsoft Graph API.
3.11. SendGrid
• Feature/Setting: Automate bulk packet notification with attachment or link using mail/send API.
3.12. Twilio SMS
• Feature/Setting: Use automated SMS via messages.create for packet distribution alerts.
3.13. AWS S3
• Feature/Setting: Automate upload and presigned URL generation via S3 putObject and getSignedUrl for secure packet sharing.
3.14. Azure Blob Storage
• Feature/Setting: Automate upload with Blob Service REST API and auto-generate one-time download SAS tokens.
3.15. Google Calendar
• Feature/Setting: Automate insertion of board meeting invite and attach packet links via calendar.events.insert.
3.16. Asana
• Feature/Setting: Automate task assignment for document contributors; packet ready notification via tasks.create, comments.add API.
3.17. Trello
• Feature/Setting: Automate card creation, checklist for packet sections, and due dates for contributors; automate power-up for external links.
3.18. Zoho Mail
• Feature/Setting: Automated send with attachment via SendMail API to board mailing list.
3.19. Monday.com
• Feature/Setting: Automate item update for packet status, send notification via notifications.create automation.
3.20. Notion
• Feature/Setting: Automate linked document database updates, automatedly push final packet section with Notion API create/update.
Benefits
4.2. Ensures all board members receive the latest, automatedly compiled packet at once.
4.3. Improves version control and tracking by automatedly archiving sent packets.
4.4. Automator increases productivity for admin and finance staff with automated reminders and alerts.
4.5. Automated distribution supports compliance and fast audits, as full automated logs are available for every send.